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Hedge Funds Similar to Fortitude Advisory Group L.L.C.

13F Portfolio OverlapQ1 2026Fortitude Advisory Group L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Fortitude Advisory Group L.L.C. is an institutional investor managing $222M across 225 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Fortitude Advisory Group L.L.C. are Tripletail Wealth ,, SIERRA SUMMIT ADVISORS, ARS Investment Partners,, with shared positions in $OKE, $MU, $VRT, $GEV, $MS, $IBM. The full ranking of 25 similar funds is below.

#1Tripletail Wealth Management, LLCPassive
Some overlap · 6 shared positions
$OKE$MU$VRT$GEV$MS$IBM
$73M
255 positions
#2SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 6 shared positions
$MU$PWR$CEG$VRT$GEV$MRVL
$688M
180 positions
#3ARS Investment Partners, LLCActive
Some overlap · 6 shared positions
$MU$PWR$VRT$GEV$MS$IBM
$1.9B
182 positions
#4IBEX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$MU$OKE$VRT$GEV
$1.1B
203 positions
#5BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MU$FTAI$VRT$GEV
$437M
115 positions
#6First Washington CORPActive
Some overlap · 4 shared positions
$PCAR$MU$GEV$MRVL
$353M
50 positions
#7CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$OKE$PWR$CEG$GEV$TLN
$2.0B
66 positions
#8Bouvel Investment Partners, LLCPassive
Some overlap · 6 shared positions
$OKE$PWR$VRT$MRVL$MS$IBM
$345M
78 positions
#9Retireful, LLCPassive
Some overlap · 4 shared positions
$MU$FTAI$VRT$GEV
$71M
84 positions
#10WESTFIELD CAPITAL MANAGEMENT CO LPPassive
Some overlap · 5 shared positions
$FTAI$PWR$VRT$GEV$MRVL
$23.8B
250 positions
#11Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$MU$FTAI$VRT$GEV
$133M
81 positions
#12Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 5 shared positions
$MU$CEG$VRT$MRVL$GEV
$1.2B
51 positions
#13Rithm Capital Corp.Active
Some overlap · 5 shared positions
$OKE$PWR$CEG$VRT$GEV
$67M
38 positions
#14BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 4 shared positions
$OKE$MU$IBM$GEV
$209M
103 positions
#15AMJ Financial Wealth ManagementPassive
Some overlap · 3 shared positions
$OKE$PCAR$PWR
$424M
86 positions
#16Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$MU$FTAI$VRT$GEV
$20.7B
107 positions
#17Bosman Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MU$CEG$GEV$MRVL$VRT
$114M
52 positions
#18WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$MU$OKE$VRT$IBM
$210M
141 positions
#19Shay Capital LLCPassive
Some overlap · 3 shared positions
$FTAI$AZ$MU
$1.2B
471 positions
#20PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$FTAI$MU$VRT$GEV
$594M
178 positions
#21Virtus Wealth Solutions LLCActive
Some overlap · 4 shared positions
$MU$PWR$VRT$GEV
$525M
54 positions
#22WEALTH EFFECTS LLCPassive
Some overlap · 5 shared positions
$MU$VRT$GEV$MS$IBM
$282M
237 positions
#23BRAUN STACEY ASSOCIATES INCActive
Some overlap · 4 shared positions
$MU$PWR$VRT$GEV
$3.0B
112 positions
#24TABR Capital Management, LLCActive
Some overlap · 4 shared positions
$OKE$VRT$MU$GEV
$109M
54 positions
#25Bridgewater Associates, LPActive
Some overlap · 5 shared positions
$MU$GEV$MRVL$VRT$PCAR
$22.4B
993 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.